-63.3%
CLSK vs IQV
+230.5%
-293.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | +1.7% | -5.3% | +7.0% | +4.7% |
| 30D | +11.1% | +5.5% | +5.6% | +7.7% |
| 3M | -14.1% | +41.2% | -55.3% | -32.3% |
| 6M | +32.9% | +50.5% | -17.6% | -0.3% |
| YTD | +26.5% | +14.1% | +12.3% | +11.9% |
| 1Y | +27.6% | +39.9% | -12.3% | -1.8% |
| 3Y | +190.9% | +20.5% | +170.4% | +147.6% |
| 5Y | -0.4% | -1.2% | +0.8% | -7.1% |
| All | -63.3% | +230.5% | -293.8% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling